Sharing our retirement knowledge with you

Richard Warner in the news

Richard Warner recently appeared on Retirement News Online to discuss the potential impact of market corrections on retirement income and the importance of portfolio returns keeping up with inflation. You can also find out more about how to help protect yourself from these top retirement risks in the videos below. Call us with any questions you may have.

Income Corrections in Retirement

The sequence of positive and negative annual returns on your assets isn’t always clear when you are saving money prior to retirement. But when you begin to use your portfolio for retirement income, dramatic losses during a market correction can intensify the risk of running out of money sooner than expected.

Our Approach

Our retirement income planning process encourages you to have a diversified portfolio. We offer guaranteed income strategies that can protect a portion of your assets in down markets, while offering potential interest account growth if the market rises.

Planning for Inflation

Inflation is often a forgotten element in retirement planning. But it can have a big impact as people are living longer. Inflation diminishes purchasing power and increases the costs of services retirees need, namely health care. While inflation has been low in the past decade, it is best to plan using higher long-term averages.

Ways We Can Help

We mathematically project your current expenses and various inflation rates over the next 15 to 30 years to find out how your retirement plan would be impacted. We also look at your investments and asset allocation to ensure your returns are outpacing inflation, and if it makes sense to defer your Social Security benefits.

Retirement Risk Management

Social Security

Our firm is not affiliated with the U.S. government or any governmental agency.

Investing involves risk including the potential loss of principal. Any references to [protection benefits, safety, security, lifetime income, etc.] generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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